EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$4.91M
3
+$4.39M
4
IWC icon
iShares Micro-Cap ETF
IWC
+$3.5M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.33M

Top Sells

1
+$2.08M
2
+$1.08M
3
+$893K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$829K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$600K

Sector Composition

1 Technology 3.75%
2 Consumer Discretionary 1.94%
3 Financials 1.77%
4 Industrials 1.2%
5 Healthcare 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 0.53%
31,959
+14,854
27
$3.03M 0.52%
57,855
+25,882
28
$3.02M 0.51%
+31,911
29
$3.01M 0.51%
+39,170
30
$2.74M 0.46%
73,760
-13,288
31
$2.62M 0.44%
111,323
-25,520
32
$2.6M 0.44%
99,248
-2,330
33
$2.57M 0.44%
23,484
+433
34
$2.55M 0.43%
84,750
+6,640
35
$2.44M 0.42%
22,461
+8,037
36
$2.44M 0.41%
40,471
+28,300
37
$2.35M 0.4%
111,816
+11,567
38
$2.33M 0.4%
110,826
+12,143
39
$2.31M 0.39%
11,345
+6,419
40
$2.3M 0.39%
29,441
-4,464
41
$2.23M 0.38%
36,444
-1,465
42
$2.16M 0.37%
+47,710
43
$2.11M 0.36%
101,475
+9,713
44
$2.07M 0.35%
100,249
+10,449
45
$2.02M 0.34%
13,077
+433
46
$1.98M 0.34%
98,165
+25,982
47
$1.88M 0.32%
9,088
-878
48
$1.87M 0.32%
5,795
+1,093
49
$1.74M 0.3%
25,477
-632
50
$1.7M 0.29%
48,618
+106
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2
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